Sign and pay ยท Homeowner Portal
She signs, pays, books the measure, and follows the job. All under your brand.
A homeowner portal that does the work a phone call used to do: guided e-signature, payments by card or bank, a self-booked measurement, change orders, documents, and a timeline that tells her exactly what needs her.
Built by dealers. 30+ years in the trade.
WindowsJE
Your project
ON TRACKPatio door + 4 windows
Installation day
8:00 AM arrival ยท Crew 2 ยท ~1 day
Message Mike, your rep
Ask a question about your project...
Quote signed
$18,400 ยท from the couch
Signed from the couch, not chased down
Homeowners review the estimate, sign it in a guided ceremony, pay the deposit, and book their own measurement, all in a portal that carries your name and colors, not ours.
- Review, see Ways to Save, and e-sign with a hash and timestamp receipt
- Pay the deposit by card or bank and clear the gate on the job
- Pick the measurement slot and message the rep without a phone call
The job, the way the homeowner sees it
Your office runs twelve stages. The homeowner sees the seven milestones that matter to her, in order, with what needs her at the top.
Estimate
She reviews the estimate, sees Ways to Save, and asks questions in messages before deciding.
Signed
A guided signing ceremony with tagged fields, adopt-a-signature, and a hash and timestamp receipt.
Measure booked
She picks the critical measurement slot herself from the calendar. No phone tag.
Ordered
The order is placed and the timeline shows what happens next and roughly when.
Install scheduled
Install date confirmed, with reminders the day before and the crew on the way.
Installed
Punch list items, if any, are visible and she signs off when the work is right.
Closed
Warranty documents and care guides stay in the vault for as long as she owns the house.
What the Portal Does
Every step that used to need a call, an email, or a printed form.
Guided E-Signature
An in-document signing ceremony walks her through every tagged field. She adopts a signature once, signs, and gets a receipt with the document hash and timestamp.
Ways to Save on the Estimate
Before she signs, the estimate shows the options that would lower the price, so the conversation happens in the portal instead of in a callback.
Self-Booked Measurement
The critical measurement is hers to schedule. She picks a slot, the tech is assigned, and the milestone timeline updates on its own.
Milestone Timeline with "Needs You"
Every milestone in order, and a Needs You section at the top that lists the one or two things waiting on her: a signature, a payment, a date to pick.
Change Orders, Signed in the Portal
A scope change shows up as a change order she can read and sign in place. The job waits until she does, then moves.
Payments by Card or Bank
Deposit, progress, and final payments are paid from the portal by card or bank. The deposit gate on the job clears the moment the payment lands.
Document Vault and Messages
Signed agreements, change orders, warranty certificates, and care guides in one vault. Messages to the rep without picking up the phone.
Her Own Photos and Voice Notes
She can add field photos and voice notes to the job herself, so the crew arrives knowing about the side gate and the dog.
Your Brand, Not Ours
The portal lives at your own brand, with your name, logo, and colors. If a link expires, recovery is one step and she is back in.
Fewer status calls. Faster deposits. Cleaner paper.
The office updates the job once. The portal, the timeline, and the notifications take it from there, and the homeowner has a signed, hashed, timestamped record of everything she agreed to.
Status lives in the portal
The "where is my order" call has an answer she can see before she dials.
Deposits without the chase
Card or bank, from the portal, and the job gate clears on its own.
A signature you can defend
Tagged fields, adopted signature, hash and timestamp on every signed document.
Outcomes this drives
Turn Customers into Fans
See the Homeowner Portal in a 20-minute demo. We will sign, pay, and book a measurement the way your customers will.
Built by dealers. 30+ years in the trade.